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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Voya Financial Advisors
Connecticut
$994K +$452K +10,096 +83%
HF
277
HRT Financial
New York
$984K +$983K +21,960 New
AIM
278
Advantage Investment Management
Iowa
$981K -$30.3K -676 -3%
AWM
279
AE Wealth Management
Kansas
$977K +$415K +9,258 +74%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$972K +$92.2K +2,058 +10%
OIA
281
OneDigital Investment Advisors
Kansas
$972K +$971K +21,686 New
Prudential Financial
282
Prudential Financial
New Jersey
$953K +$388K +8,660 +69%
VDI
283
Vaughan David Investments
Illinois
$912K +$3.67K +82 +0.4%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$912K +$94.3K +2,106 +12%
MA
285
MUFG Americas
New York
$903K -$16.2K -362 -2%
EDRH
286
Edmond de Rothschild Holding
Switzerland
$900K -$1.08M -24,200 -55%
BA
287
Bristlecone Advisors
Washington
$896K
TCOO
288
Trust Company of Oklahoma
Oklahoma
$889K +$52.7K +1,176 +6%
CCT
289
Country Club Trust
Missouri
$887K -$326K -7,286 -27%
ISL
290
Ingalls & Snyder LLC
New York
$885K +$297K +6,636 +51%
IFWM
291
Institute for Wealth Management
Colorado
$884K +$880K +19,658 New
PBT
292
Pictet Bank & Trust
Bahamas
$860K
MHS
293
M Holdings Securities
Oregon
$855K +$291K +6,492 +52%
WA
294
WFG Advisors
Texas
$830K +$23.3K +520 +3%
PWAP
295
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$807K +$20.2K +450 +3%
WCM
296
Weatherstone Capital Management
Colorado
$804K -$19.9K -444 -2%
HNB
297
Huntington National Bank
Ohio
$803K +$99.9K +2,230 +14%
EVM
298
Eaton Vance Management
Massachusetts
$802K +$801K +17,894 New
GEA
299
Glen Eagle Advisors
New Jersey
$801K -$32.2K -720 -4%
CS
300
Cannell & Spears
New York
$779K

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.